A demo is far more useful when we know what is broken first. Whether it is a queue nobody answers at six or a playbook that lives in one person's head, say so and we will bring the right person to the call.
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A security questionnaire and a broken queue should not arrive in the same place, so they do not.
Questionnaires, the DPA, and the penetration test summary.
Security overviewThe same working day, not a routing rule that emails you back to confirm receipt.
If it is technical, an engineer joins the call. If it is procurement, so does the person who owns the DPA.
Including no, when it is no. A pilot that was never going to work costs both of us a quarter.
Not required, but it is the difference between a discovery call and a useful one.
Tell us how many people dial, on which channels, and what you are running today. If you can say what your best rep does that the rest do not — even roughly, even as a hunch — that is the most useful sentence in the message. It is the thing the whole product is built around.
Go through support rather than sales. It reaches an on-call engineer, it carries your account context, and it does not wait behind a handover. Anything affecting live traffic should say so in the first line so it is triaged as such.
Say which framework you are reviewing against and whether you need a signed DPA, a BAA or the penetration test summary. Most questionnaires come back the same week, and the security overview already answers a good part of one.
Please do not send personal data — recordings, customer lists, identity documents — in a first message. If we need any of it, we will tell you where it should go.
The same working day for sales and security. Support on a live account is faster than that, and anything affecting live traffic should say so in the first line.
Yes. Say what the technical question is and one joins the call. Most of our better demos are run by the person who built the thing being demonstrated.
Yes, scoped to one campaign, with the number worth measuring agreed before it starts. A pilot with no success criterion is a way to spend a quarter without learning anything.
Through the security route above. The security overview covers most of what a questionnaire asks and the DPA covers the rest, so start there and send us the gaps.
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